Filed February 13, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,926 | $160,028-55.1% | $147,080-51.1% | $145,884-50.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 10.83% | 98.60%-87.8pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,820 | $5,286-27.7% | $4,933-22.6% | $4,662-18.1% |
| Participant deferral / active EE | $6,464 | $8,422-23.2% | $8,066-19.9% | $6,690-3.4% |
| Admin fee / account holder | $1,404 | $15,030-90.7% | $12,989-89.2% | $13,392-89.5% |